Overview

This guide is a general overview of how dynamic quizzes are built in Octane AI.

Table of Contents

1. Dynamic vs. Custom Quizzes

2. Making a Dynamic Quiz

2.1. Recommending Products

2.2. Dynamic Result Page

3. Understanding Dynamic Quiz Logic


1. Dynamic vs. Custom Quizzes

There are two ways of building a product recommendation quiz in Octane AI:

  • Dynamic. Create dynamic recommendations by linking products, collections and tags with specific answers in the quiz.

  • Custom. Manually build recommendations by selecting the specific answers needed to see each result.

The decision on the type of quiz that's created isn't final and can always be changed in quiz settings.

Changing the quiz type of an existing quiz

When a quiz's rule type is changed between dynamic and custom, all result pages besides the fallback result page will be replaced.

When converting an existing quiz into a different rule type, don't change the quiz that's live. Instead, create a copy of the quiz and turn the copy into the second quiz type so that the old result pages remain backed up.

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2. Making a Dynamic Quiz

Make a dynamic quiz by selecting the option during quiz creation.

This will create a quiz that builds a dynamic result page through products, collections and tags that have been assigned to specific answers that customers choose.

Building a dynamic quiz with tags or collections allows:

  • creating a quiz with personalized recommendations in less than a day.

  • managing quiz logic with Shopify tags.

  • easy quizzes for stores with large catalogues.

2.1. Recommending Products

When creating an answer label for a multiple or picture choice question, an inclusion or exclusion can be added.

You can use each of the following to define dynamic product inclusions and exclusions:

  • Products

  • Collections

  • Tags

Options will be pulled from your Shopify store's product catalogue.

Using inclusions and exclusions

Exclusions will overwrite inclusions, which can be used to narrow dynamic recommendations down to a customer's specific preferences.

For example, an exclusion could be used to make sure that someone who's vegan won't be recommended non-vegan options.

2.2. Dynamic Result Page

Dynamic products will be shown at the end of a quiz inside of the dynamic result page. Custom content blocks can be added into a dynamic result page to add additional content and non-dynamic products to the page.

Important settings, like the maximum number of products or how the products look on the page can be found by clicking inside of the dynamic content block.

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3. Understanding Dynamic Quiz Logic

Product recommendations at the end of a dynamic quiz are not manually built in the editor. Instead, a dynamic quiz builds a set of personalized results as someone picks answers in a quiz.

This is done by adding dynamic product logic inside of answers while editing dynamic quizzes.

At the end of a quiz, the dynamic recommendation will be products that meet the following requirements:

  • Qualifies for all inclusions

  • Doesn't qualify for any exclusions

A diagram showing that dynamic quizzes will recommend products that are included in all questions of the quiz.

This means customers will never see any products that were listed as an excluded product for any quiz answers, whether the exclusion was a product, collection or tag.

Not every answer needs to have an inclusion or exclusion.

Applying dynamic products to key questions makes sure that customers see a specific, focused group of product recommendations that takes important answers into account.

Example:

An example can help further illustrate this behavior. Suppose I have a two question quiz:

1. What is your favorite color?

a. Red (include all products tagged “red”)
b. Blue (include all products tagged “blue”)

2. What type of shirt do you prefer?

a. Short-sleeved (include all products in the “short-sleeved” collection)

b. Long-sleeved (include all products in the “long-sleeved” collection)

If a customer answers "Red" and "Short-sleeved", they will be eligible to see any products that (a) have the "red" tag AND (b) are in the "short-sleeved" collection (e.g., a red short-sleeved shirt). The product(s) shown will have to meet both of these criteria.

The result is a more specific, better-suited product for the customer by combining what we have learned about the customer's needs and preferences from all quiz questions.

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Have any further questions? Send an email to [email protected] or use the support icon to chat with our team.

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